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SPDR Portfolio Aggregate Bond ETF
SPAB

Overview Fund Activity

155 hedge funds and large institutions have $1.57B invested in SPDR Portfolio Aggregate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 77 increasing their positions, 36 reducing their positions, and 12 closing their positions.

Holders
155
Holders Change
+13
Holders Change %
+9.15%
% of All Funds
3.55%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.5%
New
28
Increased
77
Reduced
36
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
1
Allworth Financial
California
$308M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$73.4M
3
State Street
3
State Street
Massachusetts
$327M
4
HCM
4
Horan Capital Management
Maryland
$12.4M
5
Creative Planning
5
Creative Planning
Kansas
$27M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$3.64M
2
JWM
2
Jackson Wealth Management
Florida
$0
3
Jane Street
3
Jane Street
New York
$0
4
BBA
4
Braun-Bostich & Associates
Pennsylvania
$64K
5
LWS
5
Lucia Wealth Services
California
$300K
Name Market Value Shares Shares
Change 		Shares
Change %
State Street
1
State Street
Massachusetts
$327M 11,725,457 +477,049 +4%
AF
2
Allworth Financial
California
$308M 11,048,189 +11,048,047 +7,780,315%
GI
3
Gradient Investments
Minnesota
$94M 3,369,690 +223,512 +7%
CPO
4
Cerity Partners OCIO
New York
$88.8M 3,184,608 +233,359 +8%
AssetMark Inc
5
AssetMark Inc
California
$74.2M 2,661,146 -18,363 -0.7%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$73.4M 2,631,968 +717,980 +38%
TC
7
Trilogy Capital
California
$70M 2,508,334 +188,600 +8%
BCI
8
Brinker Capital Investments
Pennsylvania
$40.9M 1,465,299 +77,214 +6%
BFG
9
Barber Financial Group
Kansas
$30.2M 1,083,273 -31,099 -3%
Creative Planning
10
Creative Planning
Kansas
$27M 967,412 +385,739 +66%
BAAM
11
Baker Avenue Asset Management
California
$26.4M 944,949 +20,847 +2%
Ameriprise
12
Ameriprise
Minnesota
$26.1M 933,547 +77,964 +9%
Wells Fargo
13
Wells Fargo
California
$22M 789,444 +317,038 +67%
FWM
14
Focused Wealth Management
New York
$20.6M 736,872 -6,597 -0.9%
SMM
15
Stadion Money Management
Georgia
$20.5M 733,824 +2,320 +0.3%
RA
16
RFG Advisory
Alabama
$13.6M 486,715 +112,017 +30%
SFG
17
StrategIQ Financial Group
Indiana
$13.4M 482,121 +45,405 +10%
WA
18
Waverly Advisors
Alabama
$12.6M 450,562 +61,146 +16%
HCM
19
Horan Capital Management
Maryland
$12.4M 443,009 +443,009 New
Bank of America
20
Bank of America
North Carolina
$12.3M 439,341 -60,581 -12%
AA
21
Advisory Alpha
Michigan
$12M 433,174 +36,136 +9%
GP
22
Girard Partners
Pennsylvania
$10.8M 386,010 +22,822 +6%
WCWM
23
Willow Creek Wealth Management
California
$10.3M 369,151 +92,407 +33%
GFPC
24
Global Financial Private Capital
Florida
$10M 358,483 +25,412 +8%
SWM
25
SigFig Wealth Management
California
$9.91M 355,474 +505 +0.1%
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